Paradigm Strategies in Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$405K	Buy	2,850 +186	+7%	+$25.8K	0.26%	40
2026 Q2	$366K	Sell	2,664 -71	-3%	-$9.38K	0.22%	46
2026 Q1	$309K	Hold	2,735	–	–	0.21%	44
2025 Q4	$337K	Hold	2,735	–	–	0.22%	41
2025 Q3	$330K	Hold	2,735	–	–	0.21%	42
2025 Q2	$301K	Hold	2,735	–	–	0.2%	43
2025 Q1	$254K	Hold	2,735	–	–	0.17%	42
2024 Q4	$278K	Hold	2,735	–	–	0.18%	41
2024 Q3	$262K	Hold	2,735	–	–	0.16%	42
2024 Q2	$253K	Hold	2,735	–	–	0.16%	43
2024 Q1	$231K	Hold	2,735	–	–	0.14%	45
2023 Q4	$205K	Buy	+2,735	New	+$195K	0.14%	45
2023 Q3	–	Sell	-3,335	Closed	-$235K	–	46
2023 Q2	$235K	Hold	3,335	–	–	0.16%	40
2023 Q1	$213K	Buy	+3,335	New	+$204K	0.17%	40
2022 Q3	–	Sell	-3,335	Closed	-$201K	–	41
2022 Q2	$201K	Hold	3,335	–	–	0.22%	40
2022 Q1	$255K	Hold	3,335	–	–	0.27%	36
2021 Q4	$279K	Sell	3,335 -244	-7%	-$19.7K	0.28%	36
2021 Q3	$265K	Hold	3,579	–	–	0.25%	39
2021 Q2	$260K	Sell	3,579 -209	-6%	-$14.5K	0.23%	37
2021 Q1	$247K	Buy	+3,788	New	+$245K	0.24%	36

Other funds holding IVW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IVW Position: Q3 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 7% in Q3 2026, buying an estimated $25.8K and bringing the position to 2,850 shares worth $405K. The position accounts for 0.26% of the portfolio, ranked #40.

Paradigm Strategies in Wealth Management first reported a position in IVW in Q1 2021 and has held it in 20 quarters since. 394 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Paradigm Strategies in Wealth Management held 2,850 shares of iShares S&P 500 Growth ETF worth $405K as of Q3 2026.
Paradigm Strategies in Wealth Management bought 186 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $25.8K.
iShares S&P 500 Growth ETF made up 0.26% of Paradigm Strategies in Wealth Management's portfolio in Q3 2026, its #40 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 20 quarters since.
394 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.